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《大行報告》花旗上調中軟國際(00354.HK)目標價至13.1元 評級「買入」
阿思達克 06-08 10:26
花旗發表研究報告指,與中軟國際(00354.HK)管理層會面後,認為增長前景清晰,業務組合調整有望帶動毛利率改善,重申對其「買入」評級。

管理層目標至2023年收入可達到300億元人民幣(即2020至2023年收入複合增長率達29%),有40%來自新興產業的貢獻,雲端管理業務、企業數字化及華為「鴻蒙」系統相關發展,都將錄得快速增長,當中華為相關業務估計可維持穩定的雙位數增幅,並預期由於新興產業相關業務毛利率高達40%,未來整體毛利率將逐年改善。

花旗將2021至2023財年盈利預測上調約7%至8%,目標價由10.5元升至13.1元,對應未來一年預測市盈率約22倍。

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